Walleye Trading’s Full Truck Alliance YMM Stock Holding History

Walleye Trading’s Portfolio YMM Stock Details YMM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$115K	Buy	+13,800	New	+$131K	﹤0.01%	3403
2025 Q1	–	Sell	-99,500	Closed	-$1.08M	–	4813
2024 Q4	$1.08M	Hold	99,500	–	–	﹤0.01%	2112
2024 Q3	$896K	Sell	99,500 -38,200	-28%	-$293K	﹤0.01%	2168
2024 Q2	$1.11M	Buy	137,700 +29,800	+28%	+$253K	﹤0.01%	1997
2024 Q1	$784K	Sell	107,900 -17,100	-14%	-$114K	﹤0.01%	2444
2023 Q4	$876K	Buy	+125,000	New	+$881K	﹤0.01%	2589
2023 Q3	–	Sell	-252,500	Closed	-$1.57M	–	5426
2023 Q2	$1.57M	Hold	252,500	–	–	﹤0.01%	1837
2023 Q1	$1.92M	Buy	252,500 +152,500	+153%	+$1.21M	﹤0.01%	1714
2022 Q4	$800K	Buy	+100,000	New	+$686K	﹤0.01%	2421

Other funds holding YMM

FBIL

First Beijing Investment Ltd Hong Kong $2.32B AUM 8.06% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

GAMH

Greenwoods Asset Management (HK) Hong Kong $3.88B AUM 23.82% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

KFA

Krane Funds Advisors New York $2.44B AUM 12.99% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

ASI

All-Stars Investment Hong Kong $206M AUM 31.57% 1-Year Est. Return

AMH

Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return

Walleye Trading's YMM Position: Q2 2025 in Review

Walleye Trading sold out of Full Truck Alliance (YMM) in Q2 2025, closing a stake of 13,996 shares — an estimated $179K sold.

Walleye Trading first reported a position in YMM in Q2 2024 and held it in 2 quarters. The position peaked at $360K in Q2 2024. 229 funds tracked by Wall St. Rank hold YMM as of Q2 2025.

Walleye Trading reported no remaining Full Truck Alliance position as of Q2 2025 after selling out during the quarter.
Walleye Trading sold 13,996 Full Truck Alliance shares in Q2 2025, an estimated $179K.
Walleye Trading first reported a position in Full Truck Alliance in Q2 2024 and held it in 2 quarters.
Walleye Trading's Full Truck Alliance position peaked at $360K in Q2 2024.
229 funds tracked by Wall St. Rank held Full Truck Alliance as of Q2 2025.

Based on Walleye Trading's 13F filing for Q2 2025, filed 13 Aug 2025.